WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 18.17%
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.64M
3
+$1.96M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.75M
5
COL
Rockwell Collins
COL
+$1.59M

Top Sells

1
+$2.91M
2
+$1.71M
3
+$713K
4
STZ icon
Constellation Brands
STZ
+$688K
5
MSFT icon
Microsoft
MSFT
+$668K

Sector Composition

1 Industrials 22.35%
2 Financials 12.75%
3 Technology 11.42%
4 Healthcare 11.41%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.65M 0.51%
80,995
+1,777
52
$3.6M 0.5%
32,277
+970
53
$3.17M 0.44%
26,147
-3,059
54
$3.15M 0.44%
61,996
-130
55
$3.02M 0.42%
20,914
-903
56
$2.96M 0.41%
23,383
-1,301
57
$2.83M 0.39%
46,270
58
$2.77M 0.39%
34,709
-2,083
59
$2.66M 0.37%
15,400
60
$2.52M 0.35%
89,434
-377
61
$2.48M 0.34%
44,662
-30,890
62
$2.38M 0.33%
69,303
+1,268
63
$2.2M 0.31%
40,706
64
$2.09M 0.29%
11,178
+7,025
65
$2.07M 0.29%
30,871
-1,405
66
$2.03M 0.28%
10,320
-215
67
$1.98M 0.28%
81,697
+6,349
68
$1.96M 0.27%
39,503
-589
69
$1.96M 0.27%
+11,790
70
$1.94M 0.27%
11,793
-337
71
$1.93M 0.27%
49,804
72
$1.88M 0.26%
33,680
+300
73
$1.84M 0.26%
9,022
-185
74
$1.82M 0.25%
9,877
-400
75
$1.78M 0.25%
30,726
-7,585
1 2
3
4 5